About this template
Work type: Admin
Location: United States
Client industry: Generic
This template includes
- 21 tasks
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Work type: Admin
Location: United States
Client industry: Generic
This template includes
Immediate Tasks | ||
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Submit Approval Request to cancel client's monthly sales receipt charge. |
BKPG Team Leader
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Update Bookkeeper re: change in client status. |
BKPG Team Leader
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Update Bookkeeper's calendar to stop recurring appointment. |
BKPG Team Leader
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Update Client on any payroll services & schedules - provide billable training if needed |
BKPG Team Leader
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In Bookkeeping Analysis Data Spreadsheet - Change client status to "Archived" & add "Client End Date" & "Termination Reason" |
BKPG Team Leader
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Remove client from Annual Client Price & Service Review Project |
BKPG Team Leader
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Remove Client from Annual Client Survey Task Send Out Project |
BKPG Team Leader
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Remove Client from 6-Month Client Price & Service Review Project (if applicable) |
BKPG Team Leader
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Remove Client from 6-Month Client Survey Task Send Out Project (if applicable) |
BKPG Team Leader
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Stop any recurring client tasks or communication |
BKPG Team Leader
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Update all client FC Projects to be Non-Recurring |
BKPG Team Leader
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Ensure all billable work is invoiced. |
BKPG Team Leader
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Tasks after Last Client Service Date | ||
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Remove All Team Members' access to client passwords and app access |
BKPG Team Leader
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Remove Bookkeeper from client channel access in external tech stack |
BKPG Team Leader
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Remove Bookkeeper from Financial Cents client assignees |
BKPG Team Leader
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Remove Bookkeeper's QBO file access |
BKPG Team Leader
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Send Message Template: "Notice of Cancelled Services" to client, update highlighted areas |
BKPG Team Leader
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Add calendar task in one week to close all pending client communication tasks |
BKPG Team Leader
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Final Tasks | ||
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Bulk approve any changes in to uncategorized transactions |
BKPG Team Leader
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Submit Teams Approval Request to archive client project in QBO |
BKPG Team Leader
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Archive Client in Financial Cents |
BKPG Team Leader
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